Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

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3:59 PM EST

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To: Barry A. Watzman who wrote (49517)	3/4/1998 10:55:00 PM
From: Jay	Read Replies (1) of 186894

Barry Re "Restructuring" I meant along more conventional lines, i.e. company not growing? - reduce costs to improve the bottom line. One thing I dread to think about is that much of the stellar performance in late 96(?) was because of the wholesale upgrade from the 486 to the Pentium - there is now no such massive upgrade in the next 2-3 years IMO. I agree there may still be places running 486s but relying on them to produce a big earnings surprise is probably wrong. So what I am wondering is the following: since the comapny already has 90% market share and ASPs are dropping - the only way to increase profits is to reduce costs. Sooner or later they have to do it - why not now?

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